ETF Rebalancing Calculator

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Sector ETFs

XLP

Consumer Staples Select Sector SPDR Fund

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Consumer Staples Select Sector SPDR Fund (XLP) is an exchange-traded fund that provides investors with exposure to specific industry sectors. It carries an expense ratio of 0.10%. The fund offers a dividend yield of approximately 2.70%. The portfolio holds 33 securities.

Category

Sector ETFs

Dividend Yield

2.7%

Expense Ratio

0.1%

Holdings

33

Dividend History

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Top Holdings

1Procter & Gamble
2Costco
3Coca-Cola
4PepsiCo
5Walmart

Key Features

  • Defensive sector
  • Focused on large-cap dividend stocks
  • Low volatility
  • Monthly dividend payments

Advantages

  • Recession resilience
  • Stable cash flow
  • Dividend-based returns
  • Sustained consumer staples demand

Risks

  • Defensive nature limits upside elasticity
  • Commodity price increase burden
  • Dollar strength impact
  • Changing consumer patterns

Rebalancing Strategy

Increase allocation during heightened market volatility and balance with growth sectors during recovery.

XLP Investment Analysis

XLP (Consumer Staples Select Sector SPDR Fund) is a Sector ETFs ETF comprising 33 holdings. It has an expense ratio of 0.1% and a dividend yield of 2.7%. Its very low expense ratio makes it well-suited for long-term investing.

A 2.7% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.

XLP can play an important role in your portfolio. Due to its concentrated nature, consider combining it with other ETFs for diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

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